Quicko template is a pre-formatted Excel sheet where you must map the trades from the broker statement in the specified format.
The Quicko template Excel sheet consists of 4 tabs: Instructions, Equity Shares, MF & ETF, and Futures and Options.
Note: Before you start mapping, make sure you read the instructions carefully and map the transactions in the specified format.Step 1: Enter details such as ISIN Code, description, quantity, buy date & price, and sell date & price in the Equity Shares tab
Step 2: Enter details such as ISIN Code, type, description, quantity, buy date & price, and sell date & price in the MF & ETF tab
Step 3: Enter details such as symbol, contract, quantity, buy price, and sell price in the Future & Options tab
Step 4: Save this file
Here's how you can Import trades on Quicko using then Quicko Template.